# The Culver Educational Foundation 403(b) Plan
Source: https://planprovider.pro/companies/the-culver-educational-foundation-350868071-002

> The Culver Educational Foundation's 403(b) plan: 516 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The Culver Educational Foundation

- **Sponsor EIN:** 350868071

- **Sponsor Address:** 1300 ACADEMY ROAD, CULVER, IN, 465111291

- **Plan Type:** 403(b)

- **Plan Number:** 002

- **Total Participants:** 516

- **Total Assets:** $80.8M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **Allows Roth Contributions:** Yes

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|516|$80.8M|$3.1M|$2.3M|

| 2023|490|$73.1M|$3.0M|$2.2M|

| 2022|463|$66.0M|$2.7M|$2.0M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| TIAA|Recordkeeper|$105,116|—|$105,116|

| CAP FINANCIAL PARTNERS, LLC|Other Service Provider|$13,750|—|$13,750|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [TIAA](https://planprovider.pro/provider/tiaa-teachers-insurance-and-annuity-association-of-america-college-retirement-equities-fund) — Recordkeeper

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $118,866

- **Estimated Expense Ratio:** 0.147% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$104,992|$13,750|$91,242|—|—|

| 2023|$95,513|$13,350|$82,163|—|—|

| 2022|$71,777|—|—|—|$71,777|

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